Journey Strategic Wealth LLC Purchases in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDA
Idacorp Inc

Utilities
512
+ 11.01%
$111.01 - $119.72 $56.8K - $61.3K
5.16K $595K
NKE
Nike, Inc.

Consumer Cyclical
267
+ 5.57%
$53.27 - $72.04 $14.2K - $19.2K
5.06K $359K
ADC
Agree Realty Corp

Real Estate
1.09K
+ 16.46%
$70.68 - $79.12 $76.7K - $85.8K
7.68K $560K
EQT
Eqt Corp

Energy
353
+ 5.97%
$46.11 - $60.44 $16.3K - $21.3K
6.27K $365K
ELV
Elevance Health, Inc.

Healthcare
351
+ 18.11%
$372.27 - $452.69 $131K - $159K
2.29K $890K
AR
Antero Resources Corp

Energy
1.2K
+ 14.53%
$31.92 - $43.78 $38.2K - $52.4K
9.44K $380K
KEYS
Keysight Technologies, Inc.

Technology
160
+ 11.34%
$127.02 - $165.4 $20.3K - $26.5K
1.57K $257K
PSX
Phillips 66

Energy
444
+ 27.09%
$92.87 - $125.73 $41.2K - $55.8K
2.08K $248K
JEPI
J P Morgan Exchange Traded Fd

ETFs
822
+ 7.84%
$51.14 - $57.0 $42K - $46.9K
11.3K $642K
UPS
United Parcel Service Inc

Industrials
967
+ 16.4%
$91.92 - $110.2 $88.9K - $107K
6.86K $692K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
93
+ 1.49%
$89.4 - $99.04 $8.31K - $9.21K
6.33K $612K
MSCI
Msci Inc.

Financial Services
65
+ 14.25%
$506.56 - $576.74 $32.9K - $37.5K
521 $300K
FICO
Fair Isaac Corp

Technology
28
+ 4.84%
$1503.62 - $2206.01 $42.1K - $61.8K
607 $1.11M
GPI
Group 1 Automotive Inc

Consumer Cyclical
19
+ 3.23%
$372.3 - $448.86 $7.07K - $8.53K
607 $265K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
137
+ 1.3%
$27.46 - $33.2 $3.76K - $4.55K
10.7K $355K
LII
Lennox International Inc

Industrials
46
+ 4.34%
$508.76 - $605.77 $23.4K - $27.9K
1.11K $634K
ABCB
Ameris Bancorp

Financial Services
194
+ 4.97%
$50.69 - $64.92 $9.83K - $12.6K
4.1K $264K
EQIX
Equinix Inc

Real Estate
58
+ 17.11%
$740.07 - $914.43 $42.9K - $53K
397 $315K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.25K
+ 7.53%
$16.37 - $18.59 $20.5K - $23.3K
17.9K $329K
FDX
Fedex Corp

Industrials
324
+ 15.25%
$198.07 - $245.17 $64.2K - $79.4K
2.45K $556K
FCNCA
First Citizens Bancshares Inc

Financial Services
11
+ 7.75%
$1561.69 - $1966.55 $17.2K - $21.6K
153 $299K
NVS
Novartis Ag

Healthcare
13
+ 0.39%
$101.96 - $121.01 $1.33K - $1.57K
3.32K $401K
WBS
Webster Financial Corp

Financial Services
210
+ 3.21%
$41.76 - $54.91 $8.77K - $11.5K
6.75K $368K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
6K
+ 31.58%
$4.27 - $5.08 $25.6K - $30.5K
25K $126K
LRMR
Larimar Therapeutics, Inc.

Healthcare
379
+ 1.07%
$1.71 - $3.25 $648 - $1.23K
35.7K $103K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
31
+ 1.71%
$144.63 - $179.53 $4.48K - $5.57K
1.85K $303K
ADSK
Autodesk, Inc.

Technology
103
+ 11.89%
N/A
969 $238K
VALE
Vale S.A.

Basic Materials
3K
+ 22.22%
$8.26 - $10.1 $24.8K - $30.3K
16.5K $160K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
167
+ 28.99%
$483.07 - $625.6 $80.7K - $104K
743 $390K
PAYX
Paychex Inc

Industrials
848
+ 7.63%
$137.01 - $159.78 $116K - $135K
12K $1.74M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
299
+ 6.62%
$53.93 - $61.5 $16.1K - $18.4K
4.82K $295K
NFG
National Fuel Gas CO

Energy
69
+ 2.21%
$73.0 - $86.01 $5.04K - $5.93K
3.19K $270K
FBP
First Bancorp

Financial Services
200
+ 1.82%
$16.84 - $21.1 $3.37K - $4.22K
11.2K $233K
USB
Us Bancorp \De\

Financial Services
69
+ 1.08%
$36.4 - $45.76 $2.51K - $3.16K
6.45K $291K
DLY
Double Line Yield Opportunities Fund

N/A
2.37K
+ 6.72%
$14.45 - $16.11 $34.2K - $38.1K
37.6K $585K
BLD
Top Build Corp

Industrials
11
+ 1.38%
$275.93 - $326.59 $3.04K - $3.59K
807 $261K
AJG
Arthur J. Gallagher & Co.

Financial Services
166
+ 12.37%
$310.86 - $348.77 $51.6K - $57.9K
1.51K $482K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
14
+ 0.56%
$140.84 - $163.09 $1.97K - $2.28K
2.54K $413K
CLX
Clorox CO

Consumer Defensive
805
+ 26.74%
$118.01 - $148.69 $95K - $120K
3.82K $458K
VNO
Vornado Realty Trust

Real Estate
138
+ 1.96%
$31.74 - $41.27 $4.38K - $5.7K
7.17K $274K
FISV
Fiserv Inc

Technology
103
+ 6.38%
N/A
1.72K $215K
RRC
Range Resources Corp

Energy
160
+ 2.4%
$32.1 - $43.23 $5.14K - $6.92K
6.82K $277K
PNFP
Pinnacle Financial Partners Inc

Financial Services
17
+ 0.88%
$87.19 - $111.51 $1.48K - $1.9K
1.95K $215K
SPSC
Sps Commerce Inc

Technology
21
+ 1.09%
$121.61 - $152.67 $2.55K - $3.21K
1.94K $264K
PCAR
Paccar Inc

Industrials
230
+ 4.11%
$86.4 - $99.09 $19.9K - $22.8K
5.83K $553K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82
+ 3.09%
$77.74 - $78.78 $6.37K - $6.46K
2.74K $215K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
116
+ 0.53%
$24.66 - $25.17 $2.86K - $2.92K
22K $553K
DVY
Ishares Tr

ETFs
78
+ 2.4%
$118.37 - $134.86 $9.23K - $10.5K
3.33K $442K
MOH
Molina Healthcare, Inc.

Healthcare
89
+ 13.88%
$290.25 - $353.24 $25.8K - $31.4K
730 $217K
Activity Summary
Buys All Purchases 501 New Holdings 190 Increased Positions 311 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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